Customers

Customer module depicts the list of customers along with their contact information and the respective salesman who has established the relationship between your organization and the customer.

In the Actions section, you have choices for exporting in CSV, XSLV, Customize the export and also can Import data.

Refresh is an unique option provided inside the page wherein if you press the refresh button , only the data will get refreshed and not the whole page.

Moreover, within the Export As feature, you have the option to copy and export the data displayed on the page in both CSV and Excel formats.

Customers can be created in two methods.

• Through the Customer Module
• Through the Quick Creation

Below are the steps to be followed to create customers,

Method One

Step One: Go to Customers --> New Customer (residing on the right corner of the page). A new popup window will be opened.

Step Two : Once the window is opened , you could see 6 different sections to be filled. The sections are as follows,

• General
• Contact
• Communication
• Sales
• Documents
• Bank
• Remarks
• Tracking

Step Three: Do fill the mandatory details indicated by a red asterisk to complete the customer creation.

NOTE : You can switch to Customer page from any module using Ctrl + Shift + C

If you want to know the in depth details of the fields available , read the following

Section One - General

Customer Name (*)

The field has to be filled with the name of the customer i.e Company Name .

Customer Name in Local Language (*)

Fill the name of the customer in your respective local Language. This data can be used while making Invoices.

Notifying Person(*)

This Field has to be filled with the name of the salesman from your company who initiated the relationship between you and the Customer.

Posting Date(*)

The date in which the customer is created.

CR Expiry Date(*)

Company Registration Expiry Date must be entered in this column. You will be sent a notification Email 7 days before the Expiry.

Contract Expiry Date(*)

This field needs to be filled with the contract date between company and the customer.

CR ID

Customer Registration ID needs to be included here.

TAX NO

TAX NO is not a mandatory column . This can be filled if the customer wishes to

The Following documents can be added to the general field of customers for ease access

• Company Verification
• Contract Agreement
• Tax Certification

Assigner

In this section, you can assign the Employee to the Customer.

Electronic No and Customs No

These fields come up with a drop down option with sea, land, air fields. Based up on the field selection , you will get three fields wherein you need to fill the

Number, Start Date and End Date.

Nature Of Business

Select the Nature Of Business from the dropdown.

Currency

Choose the currency for the Customer from the dropdown menu. Please note that the currency cannot be altered once a transaction has been recorded for the customer..

Branch Code

Enter the branch code of the customer, if available.

Save as Partner

If Enabled, Customer will be created as Supplier and will be considered as Partner.

Section Two - Contact

Mandatory details that needs to be included in contact section are ,

• Address 1
• Address in Local Language
• City
• City in Local Language
• Country

Optional details that can be included are

• Address 2
• Zip Code

Section Three - Communication

Basic Communication details like Email Id(*), Phone , Mobile, Extension, Fax, Website. Multiple User / Customer Communication details can be added if required. This can be done by using the button available on the right corner of the section.

Section Four - Sales :

This section needs to filled with the following details,

Salesman (*)

Person who initiates the relationship between company and customer.

Credit Limit (*)

This field needs to be filled with the credit amount

Credit Period

Period in which the credit amount needs to be returned must be given here.

Section Five - Documents

Here you can attach the document of the customer if any.Bridge Provides you an option to attach multiple documents.

Section Six - Bank

Bank Details can be stored here. Bridge Provides you an option to store multiple bank account details.

The details that need to be fed in this secton are,

• Account Name
• Account Name with Local Language
• Account No
• Bank Name
• IBAN Code
• SWIFT Code
• Bank Address
• Bank Document

Section Seven - Remarks

In this option you can provide any comments or remarks.

Section Eight - Tracking

The Customer Tracking portal allows customers to monitor the progress of their shipments.

Tracking can be toggled between Enable and Disable as needed.

To grant customers access to view their Shipment, Statement, and Invoice, the button must be enabled.

A default password will be provided, which can be modified.

Here Are The General Steps To Login To Customer Portal.

Step 1: Enter the URL by including "/tracking" [Example: demo.lcsbridge.com/tracking]

Step 2: Enter the provided Username, Branch Code and Password to Login.

Step 3: To view only the shipment details, log in by entering the corresponding Job number and Branch code.

Step 4: Upon successfully logging in, the Dashboard will appear, featuring five sections on the left panel —Dashboard, Jobs, Invoice, Feedback and Password. Within the Profile section on the top right corner, you have the option to choose between English or Arabic as the language preference.

Step 5: In the Dashboard, you can view Pending Jobs, Completed Jobs, Balance to Pay, Pending and Paid Invoices, and a list of Recent Jobs for a comprehensive overview.

Step 6: Within the Dashboard you will find two distinct options: "All Jobs" and "Live Screen."

Click on the "All Jobs" section to track the progress of a particular job. Job section on the left panel also directs to the same section for easy navigation. Locate a specific job by entering its Row number, AWB Number, Client Reference, PO No. The dropdown menu is used to filter jobs by status (Pending, Completed, or All).

Additionally, at the top, you have choices to Print Statements, Export Jobs, and Track Containers.

Select the Live Screen option on the Dashboard to view a specific job.

Step 7: Within the Invoice segment, customers have the capability to review their invoices, with details such as the Total Number Of Invoices, Total Invoice Amount, Total Paid Amount, and Total Balance.

Export feature is available to download the list of invoices for convenience. Additionally, the Print option is available for both normal and bilingual invoices.

Step 8: Next, is the Feedback section where customers can send Feedback for a specific job.

Step 9: Last section is the Change Password option where you can reset the Password.

The Video inserted below explains you the working of " Job Tracking " to have a better understanding

Method Two (Quick Customer Creation)

Through Job

Step 1

Go to Operations --> Job

Step 2

Click on New Job --> Primary Customer

Step 3

By Clicking Primary Customer you will get a dropdown with a list of customers along with an option called "New Customer". Primary Customer --> New Customer.

Step 4

Fill the mandatory details to create a new customer.

Through Enquiry

Step 1

Go to Sales --> Enquiry --> New Enquiry

Step 2

Customer --> New Customer.

Step 3

A Quick Customer pop window will be opened wherein you can create the customer with a limited number of features which can be altered from the customer module.

Through Quotation

Step 1

Go to Sales --> Quotation --> New Quotation.

Step 2

Customer --> New Customer.

Step 3

A pop window will be opened wherein you can create the customer with a limited number of features. The datas can be altered from the customer module if required.

Through General Invoice

Step 1

Go to Finance --> General Invoice --> New Invoice

Step 2

Customer --> New Customer

Step 3

A Quick Customer pop window will be opened wherein you can create the customer with a limited number of features which can be altered from the customer module.

Flow Chart

The Video inserted below explains you the working of " How to create customer " to have a better understanding

Categories Of Customers

Customers are categorised as General and Blocked.

**General **has a list of customers who are currently active or old customers. Inshort it includes all the customers since the start.

**Blocked **has a log where the customers who are being blocked are listed. You can block untrue / disloyal customers

How to Block

Right Click on customer --> Block. Once you are done with this step , the customer will automatically switch to Blocked Group

How to Unblock

If you want to unblock a customer who you blocked mistakenly , do Right Click on customer --> UnBlock.

Customers will get into the general category once they are unblocked.

How to Link Supplier

Select Supplier from the dropdown and enter a common name. Customer and Supplier name will be changed to a common name.

Actions : (Edit / Delete / View )

To modify the customer data do the following steps ,

Right-Click on the customer you want to edit/delete

You can observe a list of options such as : Statements, Block. Actions --> View/Edit/Delete.

The Video inserted below explains you the working of " How to manage customer data " to have a better understanding

Advanced Features

Memo can be added to each and every customer and a reminder task can be created for the same.

• Memo works on blocked customers as well .
• This can be accessed by double clicking over the customer Row number .
• Double Clicking on the Corresponding Customer Row gives you the detailed view of attributes
• customer

Star Rating is Given based on the amount of Business they have done with us.

The Video inserted below explains you the working of " Advance features " to have a better understanding

Updated on: 24/06/2024